IP Strategy CEO gets 1,668 shares from RSU vesting

Justin B. Stiefel, CEO & Treasurer of IP Strategy Holdings, reported RSU vesting and related tax withholding.

Rhea-AI Filing Summary

Justin B. Stiefel, CEO & Treasurer of IP Strategy Holdings, reported RSU vesting and related tax withholding. On August 2, 2026, 1,668 restricted stock units converted into the same number of common shares for him and his spouse. Of these, 495 shares were relinquished to the issuer at $2.16 per share to satisfy tax withholding obligations, with no open-market sales. Some shares are held indirectly by his spouse, for which he disclaims beneficial ownership beyond any pecuniary interest, and remaining RSUs continue vesting through February 2, 2027.

Insider Trade Summary

1,668 shares exercised/converted

Exercise 6 txns

Insider Stiefel Justin B

Role CEO & Treasurer

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units F1, F6	1,459	$0.00	$0.00
Exercise	Restricted Stock Units F1, F6, F5	209	$0.00	$0.00
Exercise	Common Stock F1, F2	1,459	--	--
Tax Withholding	Common Stock F3, F4, F2	433	$2.16	$935.28
Exercise	Common Stock F1, F5	209	--	--
Tax Withholding	Common Stock F3, F4, F5	62	$2.16	$133.92

Holdings After Transaction: Restricted Stock Units — 2,916 contracts (Direct); Restricted Stock Units — 416 contracts (Indirect, By Spouse); Common Stock — 4,909 shares (Direct); Common Stock — 1,404 shares (Indirect, By spouse)

Footnotes (6)

1. F1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock.
2. F2. Includes 4 shares beneficially owned through American Estate and Trust, LC FBO Justin Stiefel IRA account
3. F3. The reporting person relinquished the shares of Common Stock reported herein and the issuer cancelled such shares and returned them to issuer's treasury in exchange for remitting certain tax withholding obligations of the reporting person resulting from the vesting of the RSUs. As such, no shares of the issuer were sold by the reporting person.
4. F4. Represents the per share closing price of the issuer's Common Stock on the applicable vesting date or, if there was no closing price on such date, the closing price on the trading date that was immediately prior to such vesting date.
5. F5. These securities are held by Jennifer D.H. Stiefel, the spouse of the reporting person. For purposes of Section 16 of the Exchange Act, the reporting person disclaims beneficial ownership of any such securities, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise.
6. F6. The RSUs vest over an eighteen (18) month period beginning September 1, 2025, with six (6) months of service-based vesting deemed satisfied as of February 2, 2026, and the remaining units vesting in equal installments May 2, 2026, August 2, 2026, November 2, 2026, and February 2, 2027, subject to continued service.

Key Figures

RSUs Converted to Common Stock: 1,668 shares Shares Withheld for Taxes: 495 shares Tax Withholding Valuation Price: $2.1600 per share +3 more

6 metrics

RSUs Converted to Common Stock 1,668 shares RSUs converted into common stock for Justin B. Stiefel and his spouse on August 2, 2026

Shares Withheld for Taxes 495 shares Common shares relinquished to the issuer to satisfy tax withholding from RSU vesting

Tax Withholding Valuation Price $2.1600 per share Per-share closing price used to value shares relinquished for tax withholding on the vesting date

RSU Vesting Period 18 months RSUs vest over an eighteen-month period beginning September 1, 2025

Direct Shares Relinquished 433 shares Direct common shares relinquished by Justin B. Stiefel to cover tax withholding obligations

Indirect Shares Relinquished 62 shares Common shares held by spouse relinquished to cover tax withholding obligations

Key Terms

Restricted Stock Units, tax withholding obligations, treasury, pecuniary interest, +1 more

5 terms

Restricted Stock Units financial

"Each restricted stock unit ("RSU") represents a contingent right to receive one share"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax withholding obligations financial

"in exchange for remitting certain tax withholding obligations of the reporting person"

treasury financial

"the issuer cancelled such shares and returned them to issuer's treasury"

The treasury is the department or area within a government or organization responsible for managing its money, finances, and financial strategies. It handles tasks like collecting revenue, paying bills, and planning for future financial needs, much like a household manages its budget. For investors, understanding the treasury is important because it influences interest rates, government spending, and overall economic stability.

pecuniary interest financial

"except to the extent of her pecuniary interest therein, if any"

Section 16 of the Exchange Act regulatory

"For purposes of Section 16 of the Exchange Act, the reporting person disclaims"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did IPST CEO Justin B. Stiefel report in this Form 4?

Justin B. Stiefel reported RSU vesting and related tax-withholding transactions. On August 2, 2026, RSUs converted into 1,668 common shares for him and his spouse, with a portion of those shares relinquished to the issuer to cover tax obligations.

How many IPST shares were received and how many were withheld for taxes?

A total of 1,668 RSUs converted into common shares, while 495 shares (433 direct, 62 indirect via spouse) were relinquished to the issuer to satisfy tax withholding obligations, using a per-share price of $2.16 for valuation.

Were any IPST shares sold on the open market in this filing?

No open-market sales were reported. Footnotes explain that shares were relinquished to the issuer and cancelled, returning them to treasury solely to satisfy tax withholding obligations arising from RSU vesting, rather than being sold into the market.

How are the spouse’s IPST holdings treated in Justin Stiefel’s Form 4?

Some securities are held indirectly by his spouse, Jennifer D.H. Stiefel. The reporting person expressly disclaims beneficial ownership of those securities, except to the extent of her pecuniary interest, and notes that such reporting is not an admission of beneficial ownership.

What is the vesting schedule of the RSUs reported by IPST?

The RSUs vest over an 18‑month period beginning September 1, 2025. Six months of service-based vesting are deemed satisfied as of February 2, 2026, with remaining units vesting in equal installments on May 2, August 2, November 2, 2026, and February 2, 2027.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/03/2026 - 05:34 PM Accepted by SEC EDGAR 08/03/2026 - 05:34 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Stiefel Justin B

(Last) (First) (Middle)

C/O IP STRATEGY HOLDINGS, INC.

9668 BUJACICH ROAD

(Street)

GIG HARBOR WASHINGTON 98332

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
IP STRATEGY HOLDINGS, INC. [ IPST ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CEO & Treasurer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/02/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/02/2026		M		1,459	A	(1)	5,342(2)	D
Common Stock	08/02/2026		F		433(3)	D	$2.16(4)	4,909(2)	D
Common Stock	08/02/2026		M		209	A	(1)	1,466	I	By spouse(5)
Common Stock	08/02/2026		F		62(3)	D	$2.16(4)	1,404	I	By spouse(5)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(1)	08/02/2026		M			1,459	(6)	(6)	Common Stock	1,459	$0	2,916	D
Restricted Stock Units	(1)	08/02/2026		M			209	(6)	(6)	Common Stock	209	$0	416	I	By Spouse(5)

Explanation of Responses:

1. Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's common stock.

2. Includes 4 shares beneficially owned through American Estate and Trust, LC FBO Justin Stiefel IRA account

3. The reporting person relinquished the shares of Common Stock reported herein and the issuer cancelled such shares and returned them to issuer's treasury in exchange for remitting certain tax withholding obligations of the reporting person resulting from the vesting of the RSUs. As such, no shares of the issuer were sold by the reporting person.

4. Represents the per share closing price of the issuer's Common Stock on the applicable vesting date or, if there was no closing price on such date, the closing price on the trading date that was immediately prior to such vesting date.

5. These securities are held by Jennifer D.H. Stiefel, the spouse of the reporting person. For purposes of Section 16 of the Exchange Act, the reporting person disclaims beneficial ownership of any such securities, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that such reporting person is the beneficial owner of such securities for purposes of Section 16 or otherwise.

6. The RSUs vest over an eighteen (18) month period beginning September 1, 2025, with six (6) months of service-based vesting deemed satisfied as of February 2, 2026, and the remaining units vesting in equal installments May 2, 2026, August 2, 2026, November 2, 2026, and February 2, 2027, subject to continued service.

Remarks:

	/s/ Justin B. Stiefel	08/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)